To create Agent Contacts go to Main Menu > System Setup > Company > Agents > select required Agent > Contacts tab > +Create. The Name, Job Title, Telephone, Email, Fax and Mobile details of the Agent can all be typed into the free text fields. The Agents Contact�Login details that have been created for the Contact must be selected from the Login Dropdown to associate the Login with the user.� If a Login hasn�t been created but is required, it can be created by selecting the New Login
To create Agent Contacts go to Main Menu > System Setup > Company > Agents > select required Agent > Contacts tab > +Create. The Name, Job Title, Telephone, Email, Fax and Mobile details of the Agent can all be typed into the free text fields. The Agents Contact�Login details that have been created for the Contact must be selected from the Login Dropdown to associate the Login with the user.� If a Login hasn�t been created but is required, it can be created by selecting the New Login
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To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can be selected from the Dropdown Menu. By Selecting the Symbol an Area where the Site is Located can be selected. New Areas can be created from System Setup > Company > Areas.� The Division�dropdown, will list all existing Divisions.
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can ...
To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered into the free text field. � The Agent Usergroup must be selected from the Dropdown menu. For further information on creating New Usergroups, please visit the following link�Creating Usergroup. � A Division that the Login is associated with
To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered ...
To create an Agent go to Main Menu > System Setup > Company > Agents > +Create. Enter Agents Name, Account Code and any Notes into the free text field. Selecting the Address�book button will bring up the Address Search page where a new address can be typed into the Address Line fields or alternatively the user can start typing into the Search Field to find any existing addresses in the system. � An Agent can be Archived if they are no longer required by selecting the Archived checkbox.
To create an Agent go to Main Menu > System Setup > Company > Agents > +Create. Enter Agents Name, Account Code and any Notes into the free text field. Selecting the Address�book button will bring up the Address Search page where a new address can be ...
To add Contacts to a Site go to Main Menu > Sites > select required Site > Contacts. � Contacts can be stored for information only, or linked to a Login to provide access to the Customer Portal. List of existing Customer Contacts can be accessed from the dropdown list; make a selection and use the Add Contact to Site button to add the contact as a Site Contact;� �Selecting +Create New button, will bring up the Create Customer Contact screen where details of the Contact Name, Job Title
To add Contacts to a Site go to Main Menu > Sites > select required Site > Contacts. � Contacts can be stored for information only, or linked to a Login to provide access to the Customer Portal. List of existing Customer Contacts can be accessed from ...
New Customers can be added to Kinetic from Main Menu > Customers > +Create.� Selecting the Create button will bring up the Create Customer Screen where details of the Customer Name,�and Account Code can be entered into the free text fields. If an Agent is to be associated with the Customer then the Agents name can be selected from the Dropdown menu.� The�Notes field is used to store notes on the Customer for information only. If there are�Divisions�created in the System, these wi
New Customers can be added to Kinetic from Main Menu > Customers > +Create.� Selecting the Create button will bring up the Create Customer Screen where details of the Customer Name,�and Account Code can be entered into the free text fields. If an ...